Set the foundation for a powerful, high-momentum capital campaign launch.

Our pre-launch process ensures you’re ready to hit the ground running to raise 75% of your campaign goal in just six months. 

We bring the tool box, guidance, and elbow grease to navigate the complexities of your capital campaign and make the journey ahead not just manageable, but joyful.

Here’s how we prepare your team for success:

1. Board Engagement
   Build enthusiasm and alignment among your board members. We help you guide your board to understand their critical role as campaign ambassadors while addressing concerns early. Momentum is everything, and we ensure your board members are ready to champion your campaign with enthusiasm.

2. Stakeholder Listening Tour
   Conduct guided conversations with key stakeholders to uncover opportunities, address hesitations, and align everyone around a shared vision. This realistic, informed picture of your community’s readiness ensures a confident and unified launch.

3. Lead Donor Strategy
   Identify and cultivate your top donor prospects—those capable of making truly transformational gifts. Through detailed research, we help you create a plan to secure the cornerstone gifts that will anchor your campaign.

4. Get Organized

Gather together the key information you need to tell your story… architectural renderings, project budgets, photos, historical timelines, inspiring vision for the future. We’ll also devise a pre-launch interview process to gather testimonials and stakeholder insights. By the time we get started, we’ll have all of the pieces needed to tell a story that inspires transformational gifts from your mission partners.

Inspire transformational giving with compelling stories and professional campaign materials—all ready within the first month.

To unlock millions in contributions, you need to connect with donors through your most powerful stories. Our fast-track system ensures your campaign’s communication foundation is ready in record time.

Here’s how we help you create impactful campaign materials:

• Information Gathering:
  We review critical information from your organization, including pre-launch questionnaires and insights from stakeholder interviews. This ensures we deeply understand your mission, goals, and donor audience.

• Storytelling Sprint:
  In a single, action-packed day, our team of web and graphic designers, content creators, and marketing experts work with you to create:

  • A cohesive campaign brand

  • A compelling case statement

  • A professional campaign webpage

All content is designed for easy revision and repurposing across social media, email campaigns, and other communication platforms.

• Ready by Month One:
  By the end of the first month, you’ll have everything you need to engage lead donors with confidence, setting the stage for major gift solicitation and campaign-wide communications.

Strengthen donor confidence with full board participation and strategic readiness.

When your board demonstrates unanimous support, it sends a powerful message to your lead donors: that they trust the project, the mission, and the organization’s ability to achieve its goals. Our process ensures your board is aligned, committed, and ready to lead by example.

Here’s how we prepare your board for success:

• 100% Board Participation:
  We guide your board members through the importance of full participation, helping them understand their role as fiduciaries and champions of the campaign. Their collective commitment inspires trust and builds credibility with donors.

• Ambassador Training:
  Empower your board members to be enthusiastic campaign ambassadors. Through focused readiness training, we ensure keyboard leaders are prepared to confidently discuss the campaign and take part in solicitation efforts for leadership gifts.

• Leadership Gift Momentum:
  Inspire leadership-level giving before broader donor outreach. With the board fully engaged, we help leverage their commitment to set the stage for the next round of major gifts.
  
  Ready by Month Two:
  By the end of the second month, every board member will have made their personal commitment and gained the tools and confidence to contribute to the campaign’s success as ambassadors and solicitors.

Equip your fundraising team with the tools and systems they need to power your capital campaign.

Your team’s success depends on streamlined systems, clear processes, and smart strategies. We provide the training and tools to eliminate inefficiencies and focus your team on what matters most—building donor relationships and securing capital campaign gifts, without jeopardizing annual support.

Here’s how we help your team achieve peak performance:

1. CRM Efficiency:
   We evaluate your Customer Relationship Management (CRM) software processes to optimize performance. By streamlining workflows and improving data management, we help you maximize your CRM’s impact on campaign success.

2. Automations & Standard Operating Procedures:
   Free up valuable time across your team with documented systems and automation. We’ll help you create Standard Operating Procedures (SOPs) where needed and identify automations that can save your team up to 10 hours per week, letting them focus on high-impact and high-payoff activities.

3. Prospect Research & Prioritization:
   Implement a routine for assessing donor and prospect potential. By focusing your team and board on the highest-value prospects, and identifying that potential early, we ensure efforts are directed where they will yield the biggest wins.

Ready by Month Three:
By the end of the third month, your team will have streamlined systems, clear priorities, and more time to dedicate to meaningful donor interactions. These improvements lay the foundation for retaining top talent and building lasting donor relationships at the most critical stage of your campaign.

Achieve 75% of your fundraising goal in just six months with the support of strategic planning, expert training, and tailored guidance.

Reaching 75% of your total goal through a handful of transformational gifts is possible with a solid roadmap, preparation, and flexibility. We ensure you’re ready to inspire leadership donors and secure their partnership.

Here’s how we help you succeed:

1. Strategic Roadmap:
   Using insights from the pre-launch phase and backed by philanthropic research, we develop a clear, actionable strategy. You’ll know:

   • The key leadership donors to approach

   • The order of solicitations

   • Who will lead each ask

   • How to engage donors in inspiring, win-win conversations

2. Solicitation Training:
   Build confidence and comfort for every donor interaction. Through personalized coaching, we prepare you for each conversation, equipping you with research-backed plans and tools to approach donors with clarity and assurance.

3. Flexible, Adaptive Planning:
   Donor responses can be unpredictable, so we help you create adaptable plans that allow for pivots while staying on track toward your campaign milestones.

Ready by Month Six:
By the end of the sixth month, you’ll have secured leadership gifts totaling 75% of your campaign goal and established a strong foundation for launching your public phase with momentum and confidence.

Build a thriving, growing community to sustain your mission for the long term.

Sustainable fundraising depends on an engaged, expanding community that feels connected to your mission. While you focus on inspiring your current donor base, we establish systems to reach and engage a broader audience—ensuring their participation during the public phase and beyond.

Here’s how we help you grow your community:

1. Event Design:
   Create dynamic, in-person, and online events that are:

   • Predictable and recurring

   • Welcoming and mission-aligned

   • Low-cost and easy to manage
     These events bring people together, fostering a sense of belonging and building enthusiasm for your cause.

2. Inspire Community Giving Activists:
   As community members deepen their connection, we identify and inspire key individuals to become Community Giving Activists. These champions play a leadership role in advocating for your mission, inspire participation and enthusiasm, and rallying others to join the cause.

3. Training & Systems for Engagement:
   Establish repeatable systems and processes to ensure ongoing community engagement without requiring additional paid staff. We help you build sustainable practices that keep your mission thriving.

Ready by Month Six:
By the end of the sixth month, you’ll have robust systems to:

• Leverage the momentum of the silent phase

• Cultivate and engage public-phase donors

• Expand your community around this milestone moment. 

This foundation will position your organization to sustain its mission and growth for years to come.